Institutional Ownership Ishares U.S. Treasury Bond ETF (GOVT)
This table provides information about the institutional ownership of Ishares U.S. Treasury Bond ETF (GOVT). We have compiled data on the 858 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
1,055,825
shares
|
$24.4 Million
4.31% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,036,809
shares
|
$23.9 Million
7.77% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
1,016,147
shares
|
$23.5 Million
3.74% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
1,006,363
shares
|
$23.2 Million
3.72% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
998,094
shares
|
$23 Million
2.82% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
994,183
shares
|
$22.9 Million
4.1% of portfolio
|
Q1 2024
Added 13.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
958,492
shares
|
$22.1 Million
0.17% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
949,780
shares
|
$21.9 Million
0.02% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
949,471
shares
|
$21.9 Million
4.25% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
940,531
shares
|
$21.7 Million
3.7% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
937,059
shares
|
$21.6 Million
9.04% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
923,968
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
908,045
shares
|
$21 Million
0.67% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
883,438
shares
|
$20.4 Million
0.07% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
881,558
shares
|
$20.3 Million
1.47% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
870,969
shares
|
$20.1 Million
6.05% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
859,716
shares
|
$19.8 Million
4.38% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
847,932
shares
|
$19.6 Million
0.04% of portfolio
|
Q4 2024
Added 221.94%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
844,813
shares
|
$19.5 Million
0.53% of portfolio
|
Q1 2025
Added 83.3%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
821,235
shares
|
$19 Million
2.99% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
807,638
shares
|
$18.6 Million
0.11% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
804,779
shares
|
$18.6 Million
8.98% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
787,204
shares
|
$18.2 Million
2.62% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
777,988
shares
|
$18 Million
1.07% of portfolio
|
Q1 2025
Added 40.37%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
766,074
shares
|
$17.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 16.3%
|